Fund HoldingsRWQ Financial Management Services, Inc.

Total Portfolio Value
$217.44M
Total Bought
$65.81M
Total Sold
$79.09M
Net Transaction
-$13.28M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
VANECK ETF TRUST
SEMICONDUCTR ETF
066,200+66,200023,84110.96%+23,841
META PLATFORMS INC(META)14,30533,050+18,74510,50621,81610.03%+11,311
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
3,500196,750+193,25020111,4355.26%+11,234
PALANTIR TECHNOLOGIES INC(PLTR)033,925+33,92506,0302.77%+6,030
JPMORGAN CHASE & CO.(JPM)38,61055,385+16,77512,17917,8468.21%+5,667
TAIWAN SEMICONDUCTOR MFG LTD(TSM)41,55048,270+6,72011,60514,6696.75%+3,064
BROADCOM INC(AVGO)39,17345,170+5,99712,92415,6337.19%+2,710
CROWDSTRIKE HLDGS INC(CRWD)16,43019,955+3,5258,0579,3544.30%+1,297
ADVANCED MICRO DEVICES INC(AMD)03,075+3,07506590.30%+659
GE VERNOVA INC(GEV)3,0002,925-751,8451,9120.88%+67
TESLA INC(TSLA)34,48534,220-26515,33615,3897.08%+53
INVESCO QQQ TR776351-4254662160.10%-250
ALPHABET INC(GOOG)68,24051,976-16,26416,58916,2687.48%-321
GOLDMAN SACHS GROUP INC(GS)6250-6254980-498
MICROSOFT CORP(MSFT)32,07528,050-4,02516,61313,5666.24%-3,048
NVIDIA CORPORATION(NVDA)85,79566,091-19,70416,00812,3265.67%-3,682
NETFLIX INC(NFLX)3,2500-3,2503,8960-3,896
OKLO INC(OKLO)43,79010,510-33,2804,8887540.35%-4,134
CONSTELLATION ENERGY CORP(CEG)36,60021,325-15,27512,0447,5343.46%-4,510
AMAZON COM INC(AMZN)80,99054,335-26,65517,78312,5425.77%-5,241
ORACLE CORP(ORCL)19,6750-19,6755,5330-5,533
COREWEAVE INC(CRWV)44,4500-44,4506,0830-6,083
ALIBABA GROUP HLDG LTD(BABA)38,8000-38,8006,9350-6,935
BOEING CO(BA)34,8000-34,8007,5110-7,511
GE AEROSPACE(GE)54,57020,165-34,40516,4166,2112.86%-10,204
APPLE INC(AAPL)104,32634,726-69,60026,5659,4414.34%-17,124
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